美国航天公司Rocket Lab USA, Inc.（RKLB）今日盘中大涨6.66%，引发市场广泛关注。这一显著涨幅与公司最新宣布的收购计划密切相关。
根据消息，Rocket Lab将以2.75亿美元的现金加股票收购Geost，后者是一家专门从事光电/红外有效载荷的供应商。华尔街分析师普遍认为，这笔收购将显著增强Rocket Lab在争取国家安全相关太空合同方面的竞争力。美国银行分析师Ronald Epstein指出，此次收购将使Rocket Lab获得关键的载荷能力，有利于公司服务于"金穹计划"和美国太空发展局追踪层导弹防御系统等国家安全空间优先项目。
多家华尔街机构对这一收购持积极态度。美银维持对Rocket Lab的"买入"评级，认为这笔交易时机恰当，特别是考虑到近期公布的"金穹导弹防御系统"1750亿美元的三年计划。富国银行分析师Matthew Akers表示，收购Geost是Rocket Lab实现"垂直整合太空服务企业"目标的战略性举措。同时，Stifel不仅维持"买入"评级，还将Rocket Lab的目标价上调至34美元。这些积极的分析评价进一步推动了投资者的信心，助力公司股价强劲上涨。
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